JFS Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Sell |
67
-5
| -7% | -$447 | ﹤0.01% | 1024 |
|
|
2025
Q1 | $6.86K | Buy |
72
+5
| +7% | +$476 | ﹤0.01% | 1005 |
|
|
2024
Q4 | $5.68K | Hold |
67
| – | – | ﹤0.01% | 1081 |
|
|
2024
Q3 | $5.94K | Buy |
67
+2
| +3% | +$177 | ﹤0.01% | 1060 |
|
|
2024
Q2 | $4.97K | Sell |
65
-2
| -3% | -$153 | ﹤0.01% | 1069 |
|
|
2024
Q1 | $5.01K | Sell |
67
-14
| -17% | -$1.05K | ﹤0.01% | 1100 |
|
|
2023
Q4 | $5.82K | Buy |
81
+9
| +13% | +$647 | ﹤0.01% | 989 |
|
|
2023
Q3 | $5.31K | Buy |
72
+4
| +6% | +$295 | ﹤0.01% | 974 |
|
|
2023
Q2 | $5.54K | Sell |
68
-6
| -8% | -$489 | ﹤0.01% | 954 |
|
|
2023
Q1 | $5.86K | Sell |
74
-144
| -66% | -$11.4K | ﹤0.01% | 921 |
|
|
2022
Q4 | $16.6K | Sell |
218
-9
| -4% | -$684 | ﹤0.01% | 572 |
|
|
2022
Q3 | $15K | Buy |
227
+2
| +0.9% | +$132 | ﹤0.01% | 632 |
|
|
2022
Q2 | $16K | Buy |
225
+170
| +309% | +$12.1K | ﹤0.01% | 637 |
|
|
2022
Q1 | $4K | Buy |
55
+34
| +162% | +$2.47K | ﹤0.01% | 1166 |
|
|
2021
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1512 |
|